Original filing (PDF)20231013072230NAL0066323442001

MGO/OS HOLDINGS, LLC

Name: MGO/OS HOLDINGS, LLC — MOSKAL GROSS ORCHOSKY, INC. 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: MGO/OS HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

MOSKAL GROSS ORCHOSKY, INC. 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MGO/OS HOLDINGS, LLC.

Plan sponsor

Name

MGO/OS HOLDINGS, LLC

EIN

34-1031518

Address

24400 CHAGRIN BOULEVARD · SUITE 310 · BEACHWOOD, OH · 44122

Phone

(216) 771-4242

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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